Allie Family Office’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Allie Family Office’s Portfolio BMAR Stock Details BMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Buy	+9,550	New	+$510K	0.22%	58

Other funds holding BMAR

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Allie Family Office's BMAR Position: Q1 2026 in Review

Allie Family Office opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q1 2026: 9,550 shares worth $501K. The stake represents 0.22% of the portfolio and ranks #58 among its holdings.

100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Allie Family Office held 9,550 shares of Innovator US Equity Buffer ETF March worth $501K as of Q1 2026.
Innovator US Equity Buffer ETF March was a new Allie Family Office position in Q1 2026.
Innovator US Equity Buffer ETF March made up 0.22% of Allie Family Office's portfolio in Q1 2026, its #58 holding.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.